Portfolio IQ

The Portfolio IQ series offers a unique look inside the personal portfolios of professionals who are tasked with providing financial advice for a living.

Excluding total dollar amounts, this feature details the specific holdings of individual financial professionals along with the story of how and why each portfolio is built and managed in a particular manner.

The goal is to illustrate that there are multiple ways to navigate market conditions and economic cycles, while factoring in the significant context of where a specific financial professional is in his or her life and career.
If you are interested in being featured in Portfolio IQ, please email [email protected].

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Latest Content

Portfolio IQ

Portfolio IQ: Vanguard's VTI, Cash Achieve Advisor's Goal

Portfolio IQ | Oct 23, 2024
Portfolio IQ

Portfolio IQ: Advisor Balances ETFs, Stocks, Mutual Funds

Portfolio IQ | Sep 16, 2024
Portfolio IQ

Portfolio IQ: All Equity ETFs All the Time

Portfolio IQ | Aug 15, 2024
Portfolio IQ

Portfolio IQ: Advisor Allocates 78% in Equity ETFs

Portfolio IQ | Jul 15, 2024